Wealth Relationship Management Team Lead

Deutsche Bank AG; New York, Northern (NY, KY); Hybrid; USD 146,000 - 255,000; Full time

Benefits offered by this job

Training and development

Flexible working

Coaching and support

Job summary

DWS, part of Deutsche Bank, seeks a leader for the Americas Wealth RIA Enterprise team to drive sales, deepen client relationships, and oversee RMs in New York. The role requires strong communication, organization, and teamwork while coordinating with ETF and product specialists to meet multi-product targets.

The position offers a hybrid work model, with a focus on delivering value to financial advisor professionals and maintaining a broad knowledge of investment products and market views.

Qualifications

• Bachelor’s Degree required.

Responsibilities

• Drive sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform.
• Lead oversight over key clients in partnership with RM team.
• Manage a team of RMs.
• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views.
• Work with ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants, and Product Specialists to achieve sales targets across multiple product lines.
• Deliver the DWS value proposition to deepen and develop ongoing business relationships with target clients.

Skills

Communication skills

Organizational skills

Investigative skills

Teamwork

Education

Bachelor's Degree

Job description

DWS, part of Deutsche Bank, seeks a leader for the Americas Wealth RIA Enterprise team to drive sales, deepen client relationships, and oversee RMs in New York. The role requires strong communication, organization, and teamwork while coordinating with ETF and product specialists to meet multi-product targets.

The position offers a hybrid work model, with a focus on delivering value to financial advisor professionals and maintaining a broad knowledge of investment products and market views.